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PINNED Gathering Feedback - Select All & Post from Item Invoices Listing
We’re proposing a usability enhancement to the Item Invoices Listing screen by introducing a "Select All & Post" option. Currently, users must manually tick each individual item invoice before posting, which is time-consuming and error-prone -...
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PINNED Gathering Feedback - Approval on Journals
We’re exploring the introduction of a General Journal Approval workflow to enhance control and oversight in the journal entry process. This potential feature would integrate general journal transactions into the existing workflow approval engine, ...
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Ideas

    Showing 407 of 3340

    Links tabs in purchase ledger

    In V6 there were GRN and PO tabs available but these are not in the links to make it quicker to get to when looking at a suppliers history. Can they be added into the Links > Extensions
    Angela Herbert about 1 year ago in IRIS Financials 2 Under Investigation

    Raise a document whilst reconciling the bank statement

    It would be helpful to be able to raise a document to allocate against the bank statement without having to lose the already allocated items and having to start again.Same as we could in V6.
    Guest over 2 years ago in IRIS Financials 2 Planned

    Add Student/Pupil Name to the Fixed and Variable Direct Debit Plan Schedules screens, and add a Search option

    It is difficult, especially in schools with large numbers of direct debits, to quickly find plans for specific students on both the Fixed and the Variable Plan Schedules screens . Adding a Search option, which looks at student or bill-payer name, ...
    Guest over 2 years ago in IRIS Ed:gen & iSAMS / Fee Billing 1 Later

    Help option when you select a function or go to complete a transaction it will then attach the help to guide.

    If when you say go to enter an invoice a wizard tool appears with the option of an how to guide attached to it would really help with training and development on IRIS financials. It would also allow a standard way or working. This could also be us...
    Guest over 1 year ago in IRIS Financials / Future development 1 Under Investigation

    V7 - bring back shortcut icons toolbar

    The customer STA02 say that they are constantly using the shortcut icons on the toolbar and would like them in V7 too. Can they be reinstated?
    Angela Herbert about 1 year ago in IRIS Financials / Future development 1 Will not implement

    Document Emailer - Further filters added to enhance performance.

    Document emailer cannot handle larger date ranges and we are having to run it in batches due to missing old PO's that have not yet been sent. This needs to be enhanced and additional filters will assist in this.
    Becky Graham about 1 year ago in IRIS Financials / Future development 2 Awaiting Further Feedback

    Error posting notification

    We have a lot of locations and all the business managers and finance teams have access to all locations, this is leading to posting errors, because all nominals appear at posting, is it possible to create an error message if the nominal is not mat...
    Jamie Vincent about 2 years ago in IRIS Financials 4 Planned for a future major release

    Bring back the "reconcile" button on bank reconciliation

    In the latest update of v7, the "reconcile" button has disappeared and where it used to bring you up a reconciliation report showing the balance in the bank and the balance in the books, you now have to manually go into the reporting suite, fill i...
    Emilia Hodgson about 1 year ago in IRIS Financials / Future development 0 Duplicate

    RE INSTATE THE RECONCILATION TAB + OPENING AND CLOSING BALANCES

    Could the Reconciliation tab be reinstated for bank reconciliations? While the ability to match and save transactions is useful, it does not display the closing balance of the bank account. Currently, to view the bank reconciliation, you have to e...
    Guest about 1 year ago in IRIS Financials 2 Awaiting Further Feedback

    A way of stopping either a batch or a singular email from being sent/in queue to send within iSAMS.

    Even the batch is in queue to send but not successfully sent yet. Are there anyway to stop those batch?
    Nantawat Sintagerd almost 3 years ago in IRIS Ed:gen & iSAMS / Control Panel 0 Good Feature